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iShares S&P Mid-Cap 400 Value ETF

533 hedge funds and large institutions have $3.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 397 increasing their positions, 23 reducing their positions, and 27 closing their positions.

Holders
533
Holders Change
+72
Holders Change %
+15.62%
% of All Funds
9.46%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.39%
New
109
Increased
397
Reduced
23
Closed
27
Calls
$2K
Puts
$785K
Net Calls
-$783K
Net Calls Change
-$985K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$501M 5,802,628 +2,804,587 +94%
Morgan Stanley
2
Morgan Stanley
New York
$382M 4,427,948 +2,416,508 +120%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$349M 4,038,621 +1,937,063 +92%
Bank of America
4
Bank of America
North Carolina
$178M 2,058,178 +1,032,602 +101%
UBS Group
5
UBS Group
Switzerland
$161M 1,866,718 +1,051,300 +129%
Financial Engines Advisors
6
Financial Engines Advisors
California
$115M 1,330,732 +556,382 +72%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$105M 1,213,537 +678,398 +127%
Natixis Advisors
8
Natixis Advisors
Massachusetts
$84.5M 979,259 +476,444 +95%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$70.8M 820,019 +385,094 +89%
Ameriprise
10
Ameriprise
Minnesota
$65.5M 759,025 +393,602 +108%
WSFS
11
Wilmington Savings Fund Society
Delaware
$64M 741,508 +415,926 +128%
DADC
12
D.A. Davidson & Co
Montana
$59.7M 691,548 +424,695 +159%
PSUF
13
People's United Financial
Connecticut
$53.2M 616,287 +597,938 +3,259%
EK
14
Evensky & Katz
Florida
$52.7M 610,917 +313,652 +106%
RJA
15
Raymond James & Associates
Florida
$46.7M 540,775 +277,601 +105%
Northern Trust
16
Northern Trust
Illinois
$42.9M 497,576 +245,276 +97%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$41.5M 480,357 +238,491 +99%
Truist Financial
18
Truist Financial
North Carolina
$40M 464,029 +228,491 +97%
PP
19
Palladium Partners
Virginia
$36.3M 420,733 +225,380 +115%
LPL Financial
20
LPL Financial
California
$32.6M 378,322 +197,173 +109%
AA
21
Alesco Advisors
New York
$31.4M 364,149 +166,284 +84%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$30.5M 353,004 +187,208 +113%
EH
23
Equitable Holdings
New York
$30.4M 352,709 +162,849 +86%
WJA
24
Willis Johnson & Associates
Texas
$30.2M 350,052 +350,052 New
BF
25
BOK Financial
Oklahoma
$28.5M 330,724 +164,879 +99%